Analysis
Platforms | analysis 21 Jul 16
Platforms face inflection point as competition cuts margins
The ongoing technological revolution has levelled the financial services playing field globally, argues Jaco van Tonder, head of advisory services at Investec Asset Management – and with that levelling comes both risk and opportunity.
Macro Views | analysis 19 Jul 16
ANALYSIS: The US is riding to the rescue
There has been no shortage of doom and gloom despite the outbreak of something resembling summer in the United Kingdom this week.
United Kingdom | analysis 14 Jul 16
ANALYSIS: A Bank of England U–turn?
The Bank of England has chosen to keep its powder dry by backing off from the interest rate cut that had been hinted at, but is this a U-turn or just minor detour?
Investment | analysis 13 Jul 16
Fund selector: Upsetting the Apple cart
Falls in Apple’s share price in recent months have served to highlight its powerful influence over the tech sector’s performance – and the consequences of the Ucits’ 10% weighting cap.
Investment | analysis 12 Jul 16
ANALYSIS: Come what May, are the odds stacked against our new PM?
Market expectations are pricing in a 77% chance of a rate cut when the MPC meets on Thursday; there were similar odds on France beating Portugal in last Sunday’s Euro 2016 final.

